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WisdomTree US AI Enhanced Value Fund
AIVL

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
William Blair & Company
76
William Blair & Company
Illinois
US$ 276 mil – – –
Sequent Planning
77
Sequent Planning
Nebraska
US$ 272 mil +US$ 36,2 mil +291 +16%
Cladis Investment Advisory
78
Cladis Investment Advisory
Montana
US$ 262 mil – – –
Augustine Asset Management
79
Augustine Asset Management
Florida
US$ 261 mil – – –
Merit Financial Group
80
Merit Financial Group
Georgia
US$ 241 mil +US$ 373 +3 +0,2%
Key Financial Inc
81
Key Financial Inc
Pennsylvania
US$ 241 mil +US$ 124 +1 +0,1%
Sax Wealth Advisors
82
Sax Wealth Advisors
New Jersey
US$ 238 mil – – –
Trust Company of Vermont
83
Trust Company of Vermont
Vermont
US$ 236 mil – – –
Axxcess Wealth Management
84
Axxcess Wealth Management
California
US$ 231 mil +US$ 219 mil +1.763 Nova
Tower Research Capital (TRC)
85
Tower Research Capital (TRC)
New York
US$ 228 mil +US$ 6,72 mil +54 +3%
Steward Partners Investment Advisory
86
Steward Partners Investment Advisory
New York
US$ 227 mil – – –
Avant Capital
87
Avant Capital
Louisiana
US$ 226 mil +US$ 214 mil +1.723 Nova
Steigerwald Gordon & Koch
88
Steigerwald Gordon & Koch
Virginia
US$ 219 mil – – –
Mengis Capital Management
89
Mengis Capital Management
Oregon
US$ 219 mil +US$ 208 mil +1.670 Nova
Jones Financial Companies
90
Jones Financial Companies
Missouri
US$ 184 mil +US$ 32,7 mil +263 +23%
Bellevue Asset Management
91
Bellevue Asset Management
Washington
US$ 167 mil +US$ 249 +2 +0,2%
Harbour Investments
92
Harbour Investments
Wisconsin
US$ 154 mil – – –
Farther Finance Advisors
93
Farther Finance Advisors
California
US$ 146 mil – – –
Northwestern Mutual Wealth Management
94
Northwestern Mutual Wealth Management
Wisconsin
US$ 145 mil +US$ 137 mil +1.103 Nova
Fidelity Investments
95
Fidelity Investments
Massachusetts
US$ 135 mil +US$ 26 mil +209 +25%
Pension & Wealth Management Advisors
96
Pension & Wealth Management Advisors
Massachusetts
US$ 131 mil – – –
Clearstead Advisors
97
Clearstead Advisors
Ohio
US$ 128 mil – – –
Rockefeller Capital Management
98
Rockefeller Capital Management
New York
US$ 107 mil – – –
Allworth Financial
99
Allworth Financial
California
US$ 103 mil +US$ 62,3 mil +501 +177%
Franklin Resources
100
Franklin Resources
California
US$ 97 mil – – –
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